163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis

The Efficient Advisor: Tactical Business Advice for Financial Planners

Today’s busy world leaves us no other option than to make every second count. Whether it’s at home or work, we must optimize our resources to maximize our time.
In this episode, financial planning extraordinaire, Matt Jarvis, joins The Efficient Advisor host, Libby Greiwe, to discuss themes and trends he has seen throughout his decades of experience that successful advisors are using to streamline their practices.
Matt shares his expertise on running a seamless, efficient financial advisory business by utilizing:

• Communication strategies
• Financial planning software
• Document management systems
• Customizable templates

Matt also shares some tips and tricks for how he and his team use one-page financial plans to deliver advice quicker and easier to clients. His successful approach is a testament to the power of simplicity and clarity in financial planning.
Don't forget to connect with The Efficient Advisor on LinkedIn and Facebook to keep the conversation going!

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LINKS FROM THIS EPISODE
Check out Matt’s website here
Connect with Matt on LinkedIn here
Enroll in the One-Page Financial Plan Masterclass here
Books Mentioned:
Delivering Massive Value by Matthew Jarvis
Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

فصل ها

1. Tips for Successful Financial Advisors (00:00:00)

2. Streamlining Financial Planning Process (00:09:55)

3. Financial Planning Process and Approach (00:14:47)

4. Customizable Practice and Ongoing Client Planning (00:22:58)

5. Maximizing Efficiency in Financial Planning (00:26:34)

6. Effective Communication and Document Management (00:32:08)

7. Benefits of OnePage Financial Plans (00:37:10)